- Customer Accounts are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Customer Directory with products (Inventory > Products)? Your account must be a member of our Early Access Program.
Early Access Program
The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback.
Find our complete set of help articles related to the Early Access Program here: Early Access Program.
Booking ModificationBack to top
Clicking on this link brings the customer to the Edit Booking screen. Under the first tab, Booking Items, the customer can either edit the items or products currently on the invoice or add new ones to extend their booking.
Add Item or ProductBack to top
An item or product can be added to the invoice by clicking on the + Add Item button, top right.
From the pop-up window, it's as simple as selecting a category/item or product, the start/end date, and relevant booking parameters.
When ready, the customer can click Save to add the new item or product to their invoice. The invoice total is updated and a new balance is available for payment.
Edit Item or ProductBack to top
An item or product on the invoice can be edited by clicking on the Edit Item button, to its right.
Editing an item or product is similar to adding a new one. The customer can change the item or product that they have booked, or remove it from the invoice altogether. Whichever option they choose, the balance adjusts automatically on the invoice. The customer can then apply an additional payment or contact you for a refund.
Booking FormBack to top
In addition to editing the items or products on the invoice, the customer also has the ability to edit their contact details. They can do this by clicking on the Booking Form tab in the Edit Booking screen.